One place for every client
Clients, contacts, projects, tasks, messages, files — all under a single workspace. No more switching tabs between Asana, HubSpot, and a shared Drive folder.
New: tracking infrastructure map
The digital marketing CRM + work management platform built for agencies.
Clients, projects, tasks, approvals, and a typed map of every pixel, tag, and audience you manage — one platform for the CRM, project management, and tracking infrastructure your agency actually runs on. Pay per active client, not per seat.
- 30-day money back — no questions
- SOC 2 roadmap
- GDPR-compliant
- Data exports in one click
Everything your agency runs on, in one workspace.
Most agency stacks are 6–8 tools duct-taped together. Phloz replaces the ones that matter and integrates the rest.
The tracking infrastructure map
A typed graph of every GA4 property, GTM container, pixel, conversion, and audience — per client. When a pixel breaks, you know where it lives and who owns it.
Work management that fits agency workflows
Tasks, boards, timelines, approvals. Role-based views for PPC, SEO, social, CRO, web design. Client portals with magic-link access, no passwords.
Built-in email + chat
Forward client emails to your inbound address and they auto-thread against the right client. Internal chat threads live next to the work, not in Slack.
Cross-client reporting, finally
See every client's performance in one view. Filter by department, status, tier. Export to CSV or pipe into BigQuery.
Fair pricing for how agencies actually grow
Pay per active client, not per seat. Your 10-person team doesn't pay for 10 licences to run 3 clients.
Pay per active client, not per seat.
Six plans from free to unlimited. Client portals are free on every tier — only your team counts against the seat cap.
Starter
$0.00/mo
$0.00/mo billed annually
- 1 active client
- 2 included seats
- Unlimited client portal users
Pro
$29.99/mo
$24.99/mo billed annually
- 10 active clients
- 5 included seats
- Unlimited client portal users
Growth
$59.99/mo
$49.99/mo billed annually
- 30 active clients
- 8 included seats
- Unlimited client portal users
Business
$149.99/mo
$124.99/mo billed annually
- 100 active clients
- 15 included seats
- Unlimited client portal users
Scale
$299.99/mo
$249.99/mo billed annually
- 250 active clients
- 30 included seats
- Unlimited client portal users
Enterprise
$599.99/mo
$499.99/mo billed annually
- Unlimited active clients
- 50 included seats
- Unlimited client portal users
Latest from the blog
Practical writing on agency operations, tracking infrastructure, and the work of running a digital marketing agency.
· 5 min read
Tracking AI search traffic: how AI Overviews and ChatGPT show up in GA4 (and how they don't)
AI Overviews and ChatGPT are eating clicks and sending a new, hard-to-see kind of referral. What's measurable today, what isn't, and how to track AEO visibility for clients without pretending the data is clean.
· 5 min read
Performance Max shows no conversions: the real causes and fixes
Performance Max spending with zero (or wrong) conversions is almost always a tracking or goal-config problem, not the algorithm. The checklist — conversion action, campaign goals, the tag, attribution delay — and why you must validate PMax independently.
· 4 min read
Measuring Google Demand Gen campaigns without last-click lying to you
Demand Gen drives demand that converts later, elsewhere — so last-click makes it look like a failure. The metrics that actually capture its value: view-through, brand/search lift, and incrementality.
Ready to see every client, every task, and every pixel in one place?
14 days free on any paid plan. Bring your team, your clients, and your existing tools — we integrate with the ones that matter.
Agency operations, twice a month.
Short, practical essays on tracking infrastructure, client operations, and what's changing in paid media. No spam.